CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.6M
3
+$12.6M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$11.1M
5
GLRY icon
Inspire Growth ETF
GLRY
+$9.63M

Top Sells

1
+$40.2M
2
+$14.3M
3
+$11.1M
4
BIBL icon
Inspire 100 ETF
BIBL
+$9.08M
5
ELCV
Eventide High Dividend ETF
ELCV
+$6.11M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.32%
3 Consumer Discretionary 2.28%
4 Industrials 1.84%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQT icon
426
EQT Corp
EQT
$36.7B
$310K 0.02%
4,869
-1,887
TFPM icon
427
Triple Flag Precious Metals
TFPM
$6.94B
$309K 0.02%
8,899
-2,657
FDIS icon
428
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.8B
$308K 0.02%
3,308
-430
CALF icon
429
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.43B
$308K 0.02%
6,860
-8,418
GCOW icon
430
Pacer Global Cash Cows Dividend ETF
GCOW
$3.29B
$304K 0.02%
6,576
+5,303
CSPF
431
Cohen & Steers Preferred and Income Opportunities Active ETF
CSPF
$175M
$303K 0.02%
+11,803
GRC icon
432
Gorman-Rupp
GRC
$2B
$300K 0.02%
4,829
-500
AGG icon
433
iShares Core US Aggregate Bond ETF
AGG
$136B
$299K 0.02%
3,015
+709
LRCX icon
434
Lam Research
LRCX
$324B
$298K 0.02%
1,394
-10
BP icon
435
BP
BP
$118B
$298K 0.02%
6,334
-899
IBB icon
436
iShares Biotechnology ETF
IBB
$8.13B
$297K 0.02%
1,761
-979
CSCO icon
437
Cisco
CSCO
$349B
$297K 0.02%
3,823
+788
EVIM icon
438
Eaton Vance Intermediate Municipal Income ETF
EVIM
$207M
$294K 0.02%
5,604
+2,800
SCCO icon
439
Southern Copper
SCCO
$147B
$294K 0.02%
1,706
-324
SCYB icon
440
Schwab High Yield Bond ETF
SCYB
$2.42B
$292K 0.02%
11,224
+670
VCLT icon
441
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.42B
$288K 0.02%
3,856
+1,837
ITOT icon
442
iShares Core S&P Total US Stock Market ETF
ITOT
$88.3B
$288K 0.02%
2,020
+16
FTGC icon
443
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.65B
$287K 0.02%
10,005
+2,944
SHY icon
444
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$287K 0.02%
3,476
+1,485
NUE icon
445
Nucor
NUE
$49B
$283K 0.02%
1,672
-38
FTGS icon
446
First Trust Growth Strength ETF
FTGS
$1.24B
$279K 0.02%
8,199
-1,675
FSS icon
447
Federal Signal
FSS
$7.04B
$278K 0.02%
2,567
+320
OEF icon
448
iShares S&P 100 ETF
OEF
$19.6B
$277K 0.02%
871
-32
EBND icon
449
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.33B
$275K 0.02%
13,343
+236
IXUS icon
450
iShares Core MSCI Total International Stock ETF
IXUS
$55.9B
$275K 0.02%
3,174
-87
16 17
18
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